Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded Fd Vi (ROBT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ROBT) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD VI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 3.77% |
$105K - $124K
|
72.4K
$3.13M
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.2K+ 5.94% |
$87.5K - $103K
|
39.2K
$1.69M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.78KNew |
$70.9K - $83.8K
|
1.78K
$76.9K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73K+ 14.72% |
$69K - $81.5K
|
13.5K
$583K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.48K+ 285.74% |
$59.1K - $69.8K
|
2K
$86.4K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.23K+ 65.58% |
$48.9K - $57.8K
|
3.1K
$134K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
860+ 1.32% |
$34.3K - $40.5K
|
65.8K
$2.84M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
349+ 6.62% |
$13.9K - $16.4K
|
5.62K
$242K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$11.9K - $14.1K
|
300
$13K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
289New |
$11.5K - $13.6K
|
289
$12.5K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
202+ 2.33% |
$8.05K - $9.51K
|
8.86K
$383K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 9.95% |
$6.53K - $7.72K
|
1.81K
$78.3K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.98K - $4.71K
|
100
$4.32K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 0.19% |
$478 - $565
|
6.31K
$272K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.16% |
$39.8 - $47.1
|
615
$26.5K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.88% |
$358 - $424
|
1.01K
$43.5K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 2.42% |
$597 - $706
|
606
$26.2K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-72- 2.67% |
$2.87K - $3.39K
|
2.62K
$113K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-131- 0.88% |
$5.22K - $6.17K
|
14.7K
$634K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-200- 4.28% |
$7.97K - $9.41K
|
4.47K
$193K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-301- 5.91% |
$12K - $14.2K
|
4.8K
$207K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-347- 5.97% |
$13.8K - $16.3K
|
5.46K
$236K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-366- 1.31% |
$14.6K - $17.2K
|
27.5K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-706- 4.17% |
$28.1K - $33.2K
|
16.2K
$700K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-782- 1.04% |
$31.1K - $36.8K
|
74.6K
$3.22M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.45K- 55.99% |
$57.9K - $68.4K
|
1.14K
$49.3K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.46K- 48.52% |
$97.9K - $116K
|
2.61K
$113K
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.48K- 3.77% |
$98.8K - $117K
|
63.3K
$2.73M
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.13K- 10.48% |
$124K - $147K
|
26.7K
$1.15M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.59K- 8.48% |
$223K - $263K
|
60.3K
$2.6M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.01K- 78.95% |
$239K - $283K
|
1.6K
$69.2K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-65K- 86.11% |
$2.59M - $3.06M
|
10.5K
$452K
|